Re-book a lapsed membership
Why it was proposed
The Alvarez home let its maintenance membership lapse 21 days ago, after four years on it. The fall tune-up was never booked, the furnace is 14 years old, and nobody has called since the renewal email bounced.
Steps
- Send a renewal text from your company's number
- Hold two tune-up times on Thursday
- Tell the office manager when they answer
Data changes
| Record | Before | After |
|---|---|---|
| Membership | Lapsed | Renewal offered |
| Tune-up visit | None | Held: Thu 9:00 or 1:00 |
| Customer email | Bounced | Flagged for the office to fix |
Timeline
- Mon 6:02The watcher finds the lapsed membership
- Mon 6:03Quinn drafts the text and the two holds
- Mon 8:14Waiting for the office manager to say yes
The approver sees all of this before saying yes. Every step is written to the audit log, with who approved it and when.







